Estate Planning Attorney for the Counties of San Benito, Monterey, Santa Cruz, and South Santa Clara
Breen Law Firm is a highly reputable legal firm that provides exceptional estate planning services and legal representation to families in the counties of San Benito, Monterey, Santa Cruz, and South Santa Clara, California. Our estate planning services include drafting wills, establishing trusts, and navigating probate court. We understand the complexities of estate planning and offer personalized solutions to ensure that our client's wishes are properly documented and protected. Our team of experienced attorneys is committed to guiding clients through every step of the estate planning process, from asset protection to tax planning. We provide our clients with the highest level of service and expertise to help them achieve their goals. Trust Breen Law Firm to handle your estate planning needs with professionalism and care. Call us at 831-636-2529 to book a legal consultation.
Why Get an Attorney to Plan Your Estate?
Estate planning is an essential part of life that involves making important decisions about your assets, property, and legacy. Unfortunately, many people underestimate the importance of having an attorney for estate planning. Without a legal professional to guide you through the process, there are significant risks that can arise, such as disputes among family members, potential legal challenges, and hefty tax burdens. These risks can lead to unnecessary stress, expenses, and delays in the distribution of your assets. Having an experienced attorney can help you navigate the legal complexities involved in estate planning, ensure that your wishes are fulfilled, and provide peace of mind for you and your loved ones. At Breen Law Firm, we are committed to helping you protect your assets and legacy by providing personalized legal services tailored to your unique needs and goals.
Helping you Set Up or Choose a Revocable or Irrevocable Trust
Revocable and irrevocable trusts are two types of trusts that serve different purposes. A revocable trust, also known as a living trust, can be changed or terminated by the grantor at any time during their lifetime. The grantor retains control over the assets in the trust and can modify the terms as needed. On the other hand, an irrevocable trust cannot be changed or revoked once it has been created. The grantor relinquishes control and ownership of the assets in the trust, which are managed by a trustee on behalf of the beneficiaries.
Special Needs Trusts
Breen Law Firm understands the unique challenges that families with special needs children face. We offer a comprehensive approach to estate planning that includes setting up special needs trusts. These trusts are designed to provide financial security for your loved one with special needs without jeopardizing their eligibility for government benefits. We will work with you to create a customized trust that meets the specific needs of your family. We are committed to helping you protect your loved ones and providing peace of mind for the future. Contact us today to learn more about our special needs trust services.
Documentation For Estate Plan
- Revocable Trust – this is the primary document
- Certification of Trust – shorthand version of the Trust
- Pour-Over Will – ‘safety net’ in case anything was accidently left out of your trust
- Power of Attorney – financial/business decisions if you are not able to make them for yourself
- Advance Health Care Directive – healthcare decisions if you are not able to make them for yourself
- Trust Transfer Deed for any real property – from yourself as an individual to yourself as trustee of your Trust
Call Our Estate Planning Attorney Today at 831-636-2529.